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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,737 | $77,901-14.3% | $149,717-55.4% | $75,181-11.2% |
| Participation rate | 35.9% | 65.6%-29.7pp | 78.8%-42.9pp | 67.2%-31.3pp |
| Annual return | 20.42% | 31.73%-11.3pp | 134.41%-114.0pp | 160.69%-140.3pp |
| Employer contribution / active EE | $1,143 | $3,137-63.6% | $4,820-76.3% | $2,671-57.2% |
| Participant deferral / active EE | $2,376 | $3,411-30.4% | $5,682-58.2% | $4,126-42.4% |
| Admin fee / account holder | $3,620 | $5,949-39.1% | $13,213-72.6% | $5,650-35.9% |